Michael Smith, financial advisor Newmarket NH

Michael Smith

CRD Number: 5312436
Current Firm: Vanderbilt Advisory Services

Michael Smith (CRD# 5312436) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Newmarket, NH and has over 16 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Newmarket NH
Cynthia Pellegrino
CRD# 4257163
Prosperity Wealth Management, Inc.
Similar Advisors
Paul Accardi, financial advisor Newmarket NH
Paul M. Accardi
CRD# 4429381
Lpl Financial LLC
Similar Advisors
Thad Ackerman, financial advisor Newmarket NH
Thad J. Ackerman
CRD# 5324751
Silver Maple Financial, LLC
Company Name Location Dates Years
Vanderbilt Securities, LLC Woodbury, NY Jul 2017 - Current 6
Vanderbilt Advisory Services Woodbury, NY Jul 2017 - Current 6
Swift Textile Metalizing, LLC Bloomfield, CT Mar 1999 - Current 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Michael S. Smith
Phone Number: 631-845-5100
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    1,104
    MILLIONS
  • Total Number of Accounts
    5,069
    ACCOUNTS
  • Average Account Value
    $217,704
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Michael Smith and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.